|
1
|
Karpus Investment Management
Pittsford,
New York
|
$8.26M
|
+$1.72M
|
+128,177
|
+26%
|
|
|
2
|
|
$7.33M
|
+$645K
|
+47,931
|
+10%
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$4.94M
|
-$927K
|
-68,895
|
-16%
|
|
|
4
|
Veritable
Wilmington,
Delaware
|
$4.78M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.33M
|
+$626K
|
+46,496
|
+17%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$3.88M
|
-$16.6K
|
-1,237
|
-0.4%
|
|
|
7
|
Mackay Shields LLC
New York
|
$3.57M
|
+$16.1K
|
+1,200
|
+0.5%
|
|
|
8
|
|
$3.32M
|
+$998K
|
+74,154
|
+43%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.85M
|
+$511K
|
+37,938
|
+22%
|
|
|
10
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.79M
|
–
|
–
|
–
|
|
|
11
|
|
$1.63M
|
-$1.17M
|
-86,881
|
-42%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.47M
|
+$703K
|
+52,204
|
+92%
|
|
|
13
|
Whitebox Advisors
Minneapolis,
Minnesota
|
$1.35M
|
–
|
–
|
–
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$1.19M
|
+$417K
|
+31,000
|
+54%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$788K
|
-$2.14M
|
-158,668
|
-73%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$743K
|
-$31.4K
|
-2,333
|
-4%
|
|
|
17
|
Horizon Kinetics
New York
|
$695K
|
-$9.42K
|
-700
|
-1%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$677K
|
+$4.45K
|
+331
|
+0.7%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$654K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$561K
|
-$6.2K
|
-461
|
-1%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$508K
|
+$507K
|
+37,664
|
New
|
|
|
22
|
TFS Capital
West Chester,
Pennsylvania
|
$479K
|
+$477K
|
+35,477
|
New
|
|
|
23
|
Cornerstone Advisors
Asheville,
North Carolina
|
$414K
|
-$828K
|
-61,535
|
-67%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$369K
|
+$16K
|
+1,189
|
+5%
|
|
|
25
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$350K
|
+$18.2K
|
+1,350
|
+5%
|
|
